10-K · March 16, 2026
Bumble’s 2025 10-K emphasizes product-led strategy anchored in brand, shared infrastructure and expanding AI capabilities while reporting a smaller revenue base versus 2024 and volatile operating results driven by…
Earnings analysis · 10-Q
BMBL earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
Bumble Inc. reported its Q1 2026 results, posting a revenue of $212.4 million, down 14.1% from the previous year, despite an EPS of $0.34, exceeding expectations of $0.26. Key improvements were noted in operating cash…
Read full summary
Bumble Inc. reported its Q1 2026 results, posting a revenue of $212.4 million, down 14.1% from the previous year, despite an EPS of $0.34, exceeding expectations of $0.26. Key improvements were noted in operating cash flow and free cash flow, although ongoing restructuring efforts present headwinds moving forward.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.34
- Operating margin
- 30.7%
What stood out
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Revenue of $212.4M
Q1 2026 revenue totaled $212.4M, a decline of 14.1% from $247.1M year-over-year.
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EPS Beat Estimates
Reported EPS of $0.34 exceeded estimates of $0.26, reflecting a strong performance.
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Adjusted EBITDA Improvement
Adjusted EBITDA reached $82.6M, up from $64.4M in Q1 2025, improving margin from 26.1% to 38.9%.
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Strong Cash Flow Performance
Operating cash flow increased to $77.2M in Q1 2026, compared to $43.2M in Q1 2025.
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Cash Position Strengthened
Cash and equivalents rose to $245.6M, an increase of $69.8M from the end of 2025.
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Reduced Selling and Marketing Costs
Selling and marketing expenses dropped to $26.96M, a decrease of 54.9% year-over-year.
What to watch
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Declining User Base
Paying users decreased to 3.17M from 4.01M year-over-year, contributing to revenue decline.
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High Debt Levels
Long-term debt stands at $587.5M, potentially restricting operational flexibility.
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Ongoing Restructuring Costs
Expected restructuring charges approaching $15 million may impact future liquidity.
Management's outlook
Guidance for Q2 2026 revenue is between $205M and $213M.
Earlier filings 4
10-Q · November 7, 2025
Bumble returned to positive quarterly operating performance in Q3 2025: revenue was $246.2M and diluted EPS was $0.33, reversing a year‑ago operating loss driven by impairment charges. Gross margin expanded to 71.9% and…
10-Q · August 7, 2025
Bumble reported Q2 revenue of $248.23M (three months ended June 30, 2025), down $20.39M (7.6%) versus Q2 2024. The quarter includes a $404.86M impairment that drove an operating loss of $338.34M and diluted EPS of…
10-Q · May 12, 2025
Bumble reported revenue of $247,101 (in thousands) for Q1 2025, down from $267,775 (in thousands) a year ago, while diluted EPS declined to $0.13 from $0.19. Operating margin remained roughly stable at 18.1% and the…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.